Creating a Task

You can create a new task from two main locations:

1. Within "My Tasks" > "Upcoming", click the blue "+ Add New" button.

2. Within "Events", click a specific show > "Task" and click the blue "+ Add New" button.

Quick Create Task

1. Click the "+ Add New" button

2. Enter who the task is assigned to and a title.

3. Optionally select a description, category and show

4. Select a due date

5. Click "Save"

New Task Fields Details

• Who is this assigned to (required) - Select the person who you wish to assign the task to.

  • Note that multiple team members can be assigned to one task. However, since they share a single task, the status will update for ALL team members anytime the status changes.

• Name (required) - The task title. Do not include the show name.

• Description - An optional description of the task or place to keep notes. Rich text is allowed, including section headers, quotes, links, bold, italics, lists and checklists.

Want to create sub-tasks? Use the checkbox feature in the "description" field.

• Category - Select a category for filtering purposes and some additional advanced options (e.g. for Advertising)

• Event - The event(s) that this task is associated with. Selecting this opens new options:

  • Relative due date - This allows you to set deadlines as a number of days before/after certain key show and task milestones:

    • The task creation date

    • The show announce date

    • The show on sale date

    • The show date

• Due Date - The date that the task is due

Planned Spends